reports
- Pierre FerraguÊ
Gen AI Big Idea Series - Chipletz CEO Bryan Black - Smart Substrate & ...
We hosted the fourth session of our Gen AI Big Idea series last week. We had a fantastic conversation with Bryan Black, CEO of Chipletz. We delved into the journey to panel-level chips, their applications, and the emerging ecosystem supporting them.
Cisco Systems Inc: 1 director
A director at Cisco Systems Inc sold 21,230 shares at 57.067USD and the significance rating of the trade was 70/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clear...
- Dave Nicoski
- Ross LaDuke
Vermilion Short Shots: Technically Vulnerable Stocks
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
NXPIN NXP SEMICONDUCTORS NV
WOR WORTHINGTON INDUSTRIES INC.
VC VISTEON CORPORATION
VALE.N VALE S.A. ADS
TXT TEXTRON INC.
TKR TIMKEN COMPANY
SEDG SOLAREDGE TECHNOLOGIES INC.
QCOM QUALCOMM INC
NSIT INSIGHT ENTERPRISES INC.
MPWR MONOLITHIC POWER SYSTEMS INC.
MCHP MICROCHIP TECHNOLOGY INCORPORATED
LEA LEAR CORPORATION
HXL HEXCEL CORPORATION
GD GENERAL DYNAMICS CORPORATION
ENS ENERSYS
CDW CDW CORP.
AMAT APPLIED MATERIALS INC.
SWKS SKYWORKS SOLUTIONS INC.
DOO BRP INC.
ACLS AXCELIS TECHNOLOGIES INC.
ENTG ENTEGRIS INC.
KLAC KLA CORPORATION
BHP BHP GROUP
JELD JELD-WEN HOLDING INC.
APTV APTIV PLC
AMKR AMKOR TECHNOLOGY INC.
ADNT ADIENT PLC
STM STABILUS SE
LRCX LAM RESEARCH CORPORATION
XOS ELECTRAMECCANICA VEHS CORP
NABL N ABLE INC
Applied Materials Breakthrough To Bring OLED Displays to Tablets, PCs ...
Applied Materials Breakthrough To Bring OLED Displays to Tablets, PCs and TVs New Applied Materials MAX OLED™ solution enables OLED display manufacturing on larger glass panels, bringing the superior display technology found in high-end smartphones to tablets, PCs and TVsPatented OLED pixel architecture and dramatically different manufacturing approach improve all types of OLED displays, making them even brighter, clearer, more energy-efficient and longer-lastingThe integrated system combines the OLED deposition and encapsulation technologies needed to mass-produce superior OLED displays S...
Applied Materials Announces New Collaboration Model for Advanced Packa...
Applied Materials Announces New Collaboration Model for Advanced Packaging at Summit on Energy-Efficient Computing EPIC Advanced Packaging marks an expansion of Applied’s global innovation platformCompany convenes top semiconductor R&D leaders to advance high-performance, low-power AI chip packaging technologies SANTA CLARA, Calif. and SINGAPORE, Nov. 18, 2024 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced plans to expand its global EPIC* innovation platform with a new collaboration model specifically designed to accelerate commercialization of advanced chip packaging techno...
- Pierre FerraguÊ
Applied Materials to Participate in Upcoming Investor Conferences
Applied Materials to Participate in Upcoming Investor Conferences SANTA CLARA, Calif., Nov. 18, 2024 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that Brice Hill, Senior Vice President and CFO, will participate in fireside chats at the following investor conferences: UBS Global Technology Conference in Scottsdale, Arizona on Tuesday, Dec. 3 beginning at 9:55 a.m. PT / 12:55 p.m. ET. Wells Fargo TMT Summit in Rancho Palos Verdes, California on Wednesday, Dec. 4 beginning at 8:45 a.m. PT / 11:45 a.m. ET. A live audio webcast of each session will be available on the Applied...
- Pierre FerraguÊ
Applied Materials Announces Fourth Quarter and Fiscal Year 2024 Result...
Applied Materials Announces Fourth Quarter and Fiscal Year 2024 Results Quarterly revenue $7.05 billion, up 5 percent year over yearQuarterly GAAP EPS $2.09 and non-GAAP EPS $2.32, down 12 percent and up 9 percent year over year, respectivelyAnnual revenue $27.18 billion, up 2 percent year over yearAnnual GAAP EPS $8.61 and non-GAAP EPS $8.65, up 6 percent and 7 percent year over year, respectively SANTA CLARA, Calif., Nov. 14, 2024 (GLOBE NEWSWIRE) -- Applied Materials, Inc. (NASDAQ: AMAT) today reported results for its fourth quarter and fiscal year ended Oct. 27, 2024. Fourth Quarter...
- Pierre FerraguÊ
- Ben Harwood
Grab Reports Third Quarter 2024 Results
Grab Reports Third Quarter 2024 Results Revenue grew 17% year-over-year, or 20% on a constant currency basis to $716 millionOn-Demand GMV grew 15% year-over-year, or 18% on a constant currency basis to $4.7 billionProfit for the quarter was positive at $15 millionAdjusted EBITDA improved by $62 million year-over-year to an all-time high of $90 millionOperating Cash Flow of $338 million in the third quarter, and Adjusted Free Cash Flow of $76 million on a trailing 12-month basis SINGAPORE, Nov. 11, 2024 (GLOBE NEWSWIRE) -- Grab Holdings Limited (NASDAQ: GRAB) today announced unaudite...
- Pierre FerraguÊ
Semicap in 2025: All the headwinds the Street ignores
Wall Street is ignoring a number of headwinds blowing over WFE spending in 2025: Intel and Samsung giving up on their ambitious plans, China normalizing, lack of a recovery in trailing-edge logic, and only a measured recovery in memory spending. On balance, we expect WFE spending to increase by 3% next year, 9% below consensus expectations of 13% growth, resulting in 5-7% downside on revenues and 6-12% on earnings for the top 5 equipment vendors.
Applied Materials Announces Q4 and Fiscal 2024 Earnings Webcast
Applied Materials Announces Q4 and Fiscal 2024 Earnings Webcast SANTA CLARA, Calif., Nov. 01, 2024 (GLOBE NEWSWIRE) -- Applied Materials, Inc. will hold a webcast to discuss its fourth quarter and fiscal 2024 financial results on Thursday, Nov. 14, 2024, at 4:30 p.m. ET / 1:30 p.m. PT. The live webcast will be accessible via the Applied Materials website at: . A replay will be available on the same day beginning at 8:00 p.m. ET / 5:00 p.m. PT. About Applied MaterialsApplied Materials, Inc. (Nasdaq: AMAT) is the leader in materials engineering solutions used to produce virtually ever...
- Dave Nicoski
- Ross LaDuke
Vermilion Short Shots: Technically Vulnerable Stocks
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
ANTM ANTHEM INC.
NUE NUCOR CORPORATION
MC LVMH MOET HENNESSY LOUIS VUITTON SE
WOR WORTHINGTON INDUSTRIES INC.
VC VISTEON CORPORATION
THRM GENTHERM INCORPORATED
SEDG SOLAREDGE TECHNOLOGIES INC.
ROCK GIBRALTAR INDUSTRIES INC.
PKXN POSCO
PDFS PDF SOLUTIONS INC.
MKSI MKS INSTRUMENTS INC.
CDNS CADENCE DESIGN SYSTEMS INC.
ANDE ANDERSONS INC.
AMAT APPLIED MATERIALS INC.
BLDP BALLARD POWER SYSTEMS INC.
ACLS AXCELIS TECHNOLOGIES INC.
KALU KAISER ALUMINUM CORPORATION
KELYA KELLY SERVICES INC. CLASS A
KFRC KFORCE INC.
EVER EVERQUOTE
BE BLOOM ENERGY
PHR PHREESIA
RS REAL ESTATE SPLIT CORP
VI VANGUARD FTSE DEVELOPED ALL CAP EX NORTH AMERICA INDEX ETF CAD HEDGED
UPDATE - Grab to Announce Third Quarter 2024 Results on November 11, 2...
UPDATE - Grab to Announce Third Quarter 2024 Results on November 11, 2024 NEW YORK, Oct. 21, 2024 (GLOBE NEWSWIRE) -- Grab Holdings Limited (NASDAQ: GRAB, the “Company” or “Grab”), plans to announce its unaudited third quarter 2024 results after the U.S. market closes on November 11, 2024. The Company’s management will hold a conference call to discuss the third quarter 2024 results at: Date and time:7:00 PM U.S Eastern Time on November 11, 20248:00 AM Singapore Time on November 12, 2024 A link to the call will be posted on the Company’s investor relations website at prior to the cal...
Grab to Announce Third Quarter 2024 Results on November 12, 2024
Grab to Announce Third Quarter 2024 Results on November 12, 2024 NEW YORK, Oct. 21, 2024 (GLOBE NEWSWIRE) -- Grab Holdings Limited (NASDAQ: GRAB, the “Company” or “Grab”), plans to announce its unaudited third quarter 2024 results after the U.S. market closes on November 12, 2024. The Company’s management will hold a conference call to discuss the third quarter 2024 results at: Date and time:7:00 PM U.S Eastern Time on November 11, 20248:00 AM Singapore Time on November 12, 2024 A link to the call will be posted on the Company’s investor relations website at prior to the call time. ...
- Rolf Bulk
Semicap sector update: 2025 rebound excessively anticipated. We stay ...
WFE spending will grow 5% this year, with Chinese spending hiding a full cyclical downcycle in the rest of the world. Consensus forecasts 2025 in line with the 4Q24 run-rate and up nearly 20% vs. 2024; we see downside risk and expect 2025 growth, but only in the low-teens. Beyond 2025, visibility is still low. Multiples have compressed in absolute terms and relative to semis, but with likely negative revisions in revenue and earnings in 2025 there could be further downside. We see no reason to...
Cisco et l’Université d’Ottawa préparent au marché du travail avec des...
Cisco et l’Université d’Ottawa préparent au marché du travail avec des compétences en technologie de l’information et en cybersécurité Cisco et l’Université d’Ottawa s’allient pour combler l’écart de compétences numériques au Canada Résumé de la nouvelle : Cisco et l’ unissent leurs forces pour préparer les étudiantes et étudiants en génie à une carrière dans les technologies de l’information (TI).La certification réseau Associé (CCNA) de Cisco, un titre de compétences reconnu dans le milieu, sera intégrée aux programmes de génie informatique et logiciel de l’Université, et l’entrepr...
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